Senior Relationship Manager, Wealth Management - Software

State Street

. Actively manage a book of Charles River IMS accounts .

Posted 10/22/2026full-timeUnited StatesSenior💰 $110,000 - $188,750 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing client relationships within the Financial Services sector, particularly in Wealth Management, while effectively communicating and collaborating with internal teams to drive client success and revenue opportunities.

Highest-signal resume keywords

Charles River IMS ExpertiseWealth Management KnowledgeClient Relationship ManagementAnalytical Problem-Solving SkillsStrong Communication Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Business AnalysisProject ManagementClient EngagementAccount ManagementRevenue Opportunity Identification

Soft Skills

Strong Presentation SkillsOrganizational SkillsSelf-MotivatedAttention to DetailAbility to Multi-Task

Industry Keywords

Financial ServicesWealth ManagementClient StrategyMarket TrendsClient Issue Resolution

About the role

Key responsibilities & impact

Actively manage a book of Charles River IMS accounts
Ensure a high-touch client engagement model, including regular onsite visits, project status calls and executive engagements
Develop relationships with senior client personnel and understand client strategy and alignment to achieving it
Maintain strong understanding of Charles River IMS, wealth management product offerings and upgrades
Maintain frequent communication and collaboration with internal client account teams and wealth management business units
Establish long-term strategic objectives for each client and measure success against account plan goals
Proactively ensure effective client issue resolution, project delivery, response to information requests and collaboration with other CRD teams
Assist the internal Sales team in identifying and fostering revenue opportunities, including additional application modules, services and training
Maintain awareness of wealth management market and industry trends relevant to CRD and its client base
Advocate for clients within Charles River and serve as trusted advisor and direct point of contact

Requirements

What you’ll need

BA/BS degree in Finance, Technology or relevant discipline
10–15 years’ experience within the Financial Services / Software industry; preferred experience in Wealth Management and Relationship Management, Business Analysis or similar role
Strong communication and presentation skills, including ability to articulate or present issues, options and resolutions verbally and in writing
Ability to foster strong relationships across client organizations, with senior managers and key decision makers in large and small firms
Strong analytical and problem-solving skills
Ability to multi-task and successfully manage simultaneous priorities
Proven organizational skills with attention to detail
Self-motivated with ability to operate independently and as a member of a team
Ability to travel to client sites 20%–40% per calendar year

Benefits

Comp & perks

Competitive and comprehensive benefits packages
Medical care
Insurance coverage including basic life, medical, dental, vision, long-term disability, and optional additional coverages
Retirement savings plan (401K) with company match
Paid time off including vacation, sick leave, short-term disability, and family care responsibilities
Employee Assistance Program
Incentive compensation including eligibility for annual performance-based awards
Certain tax-advantaged savings plans
Flexible Work Program
Development programs and educational support
Paid volunteer days
Matching gift program
Employee networks
Flexible work-life support